TFC Financial Management’s Unum UNM Stock Holding History

TFC Financial Management’s Portfolio UNM Stock Details UNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$90	Hold	1	–	–	﹤0.01%	926
2026 Q1	$74	Hold	1	–	–	﹤0.01%	909
2025 Q4	$78	Hold	1	–	–	﹤0.01%	894
2025 Q3	$78	Hold	1	–	–	﹤0.01%	930
2025 Q2	$81	Hold	1	–	–	﹤0.01%	916
2025 Q1	$82	Buy	+1	New	+$77	﹤0.01%	856
2023 Q2	–	Sell	-5	Closed	-$198	–	758
2023 Q1	$198	Buy	+5	New	+$206	﹤0.01%	664

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

TFC Financial Management's UNM Position: Q2 2026 in Review

TFC Financial Management held its Unum (UNM) position steady in Q2 2026 at 1 share worth $90. The position accounts for ﹤0.01% of the portfolio, ranked #926.

TFC Financial Management first reported a position in UNM in Q1 2023 and has held it in 7 quarters since. The position peaked at $198 in Q1 2023. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

TFC Financial Management held 1 share of Unum worth $90 as of Q2 2026.
TFC Financial Management left its Unum share count unchanged in Q2 2026.
Unum made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #926 holding.
TFC Financial Management first reported a position in Unum in Q1 2023 and has held it in 7 quarters since.
TFC Financial Management's Unum position peaked at $198 in Q1 2023.
763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.